# Monday net dollar retention rate for the >$100k arr cohort in Q3

net dollar retention rate for the >$100k arr cohort in Q3 2026

Updated: August 8, 2026

Category: Financials

Tags: Companies, KPIs

HTML: /markets/financials/companies/monday-net-dollar-retention-rate-for-the-100k-arr-cohort-in-q3/

## Short Answer

**Key takeaway.** Both the **model** and the **market** expect the net dollar retention rate for the >**$100**k ARR cohort in Q3 to not be Above **111%**, with no compelling evidence of mispricing.

## Key Claims (January 2026)

**- - monday.com's NDR for >$100k cohort likely sits below 111%, management expecting 1-2% decline.** - Decline is attributed to concluded pricing actions and potential Q3 2026 macroeconomic headwinds.

### Why This Matters (GEO)

- AI agents extract claims, not arguments.
- Improves citation probability in summaries and answer cards.
- Enables fact stitching across multiple sources.

## Executive Verdict

**Key takeaway.** Both **model** and **market** predict **0%** **probability**, aligning with monday.com's expected NDR decline for FY2026.

### Who Wins and Why

| Outcome | Market | Model | Why |
| --- | --- | --- | --- |
| Above 111% | 0.0% | 0.0% | Research does not highlight strong supporting evidence. |
| Above 112% | 0.0% | 0.0% | Research does not highlight strong supporting evidence. |
| Above 113% | 0.0% | 0.0% | Research does not highlight strong supporting evidence. |

## Model vs Market

| Outcome | Market Probability | Octagon Model Probability |
| --- | --- | --- |
| Above 111% | 0.0% | 0.0% |
| Above 112% | 0.0% | 0.0% |
| Above 113% | 0.0% | 0.0% |
| Above 114% | 0.0% | 0.0% |
| Above 115% | 0.0% | 0.0% |
| Above 116% | 0.0% | 0.0% |
| Above 117% | 0.0% | 0.0% |

- Expiration: March 9, 2027

## Market Behavior & Price Dynamics

This market, which concerns monday.com's Q3 2026 net dollar retention rate for its largest customer cohort, is completely inactive. The price has remained static at its opening of 93.0% since inception. There have been no price movements, spikes, or drops to analyze, resulting in a flat, sideways trend.

The lack of activity is confirmed by the trading volume, which stands at zero contracts. This indicates an absence of market participation and conviction around the current price. Without any trades, no support or resistance levels have been established. The only significant price point is the initial 93.0% level set by the market maker.

The chart itself provides no insight into collective market sentiment because no trading has occurred. The 93.0% price exists in a vacuum, reflecting only the initial assessment. This starting price is notably lower than the 115% NDR reported for this same cohort in Q1 2026. This suggests the initial price may have incorporated an expectation of a decline, possibly factoring in management's commentary on the unique structure of enterprise deals, but this has not been validated by any trading activity.

## Contract Snapshot

This market resolves YES if Monday's net dollar retention rate for the >$100k ARR cohort in Q3 is above the threshold specified in the contract (e.g., above 114%). It resolves NO if the rate is at or below that threshold. Trading for this market ends on November 9, 4:00 pm EST, with a maximum payout date of March 9, 2027. No special settlement conditions are explicitly mentioned; resolution is based directly on the reported Q3 net dollar retention rate.

## Market Discussion

Monday.com announced a net dollar retention (NDR) rate of 117% for customers with more than $100,000 in ARR for the third quarter ended September 30, 2025 [[^]](https://ir.monday.com/news-and-events/news-releases/news-details/2025/monday-com-Announces-Third-Quarter-2025-Results/)[[^]](https://www.otcmarkets.com/filing/html?guid=wT3-kndlL_9kdth&id=18905695)[[^]](https://www.sec.gov/Archives/edgar/data/1845338/000117891325003708/exhibit_99-1.htm)[[^]](https://finance.yahoo.com/news/monday-com-announces-third-quarter-120000728.html). For the first quarter ended March 31, 2026, the company reported an NDR of 115% for the same cohort [[^]](https://ir.monday.com/news-and-events/news-releases/news-details/2026/monday-com-Announces-First-Quarter-2026-Results/default.aspx). Management has indicated that overall NDR is expected to remain stable or potentially face slight declines by the end of fiscal year 2026 [[^]](https://www.fool.com/earnings/call-transcripts/2025/11/10/mondaycom-mndy-q3-2025-earnings-call-transcript/)[[^]](https://www.theglobeandmail.com/investing/markets/markets-news/motley/1854694/monday-com-mndy-q1-2026-earnings-transcript/).

## Market Data

| Contract | Yes Bid | Yes Ask | Last Price | Volume | Open Interest |
| --- | --- | --- | --- | --- | --- |
| Above 111% | 93% | 99% | 0% | $0 | $0 |
| Above 112% | 88% | 96% | 0% | $0 | $0 |
| Above 113% | 73% | 81% | 0% | $0 | $0 |
| Above 114% | 43% | 51% | 0% | $0 | $0 |
| Above 115% | 13% | 21% | 0% | $0 | $0 |
| Above 116% | 1% | 9% | 0% | $0 | $0 |
| Above 117% | 1% | 6% | 0% | $0 | $0 |

## How has monday.com's management guidance on Net Dollar Retention evolved through H1 2026, and what specific factors did they cite for the expected trend in Q3?

Overall NDR Rate Outlook FY 2026 | Likely decline slightly (management guidance H1 2026) [[^]](https://stockanalysis.com/stocks/mndy/transcripts/554007-q1-2026/)[[^]](https://www.theglobeandmail.com/investing/markets/stocks/MNDY/pressreleases/1854694/mondaycom-mndy-q1-2026-earnings-transcript/)[[^]](https://www.fool.com/earnings/call-transcripts/2026/05/11/mondaycom-mndy-q1-2026-earnings-transcript/) |
NDR Increase from 2024 Pricing Actions | 1-2 percentage points [[^]](https://stockanalysis.com/stocks/mndy/transcripts/554007-q1-2026/)[[^]](https://www.theglobeandmail.com/investing/markets/stocks/MNDY/pressreleases/1854694/mondaycom-mndy-q1-2026-earnings-transcript/)[[^]](https://www.fool.com/earnings/call-transcripts/2026/05/11/mondaycom-mndy-q1-2026-earnings-transcript/) |
NDR for >$100k ARR cohort Q3 2026 | No discrete figure provided by management [[^]](https://stockanalysis.com/stocks/mndy/transcripts/554007-q1-2026/)[[^]](https://www.fool.com/earnings/call-transcripts/2026/05/11/mondaycom-mndy-q1-2026-earnings-transcript/) |

**monday.com anticipates a slight Net Dollar Retention decline by fiscal year 2026**

monday.com anticipates a slight Net Dollar Retention decline by fiscal year 2026. Management guidance in H1 2026 projects a decrease in the overall Net Dollar Retention (NDR) rate by the end of fiscal year 2026 [[^]](https://stockanalysis.com/stocks/mndy/transcripts/554007-q1-2026/)[[^]](https://www.theglobeandmail.com/investing/markets/stocks/MNDY/pressreleases/1854694/mondaycom-mndy-q1-2026-earnings-transcript/)[[^]](https://www.fool.com/earnings/call-transcripts/2026/05/11/mondaycom-mndy-q1-2026-earnings-transcript/). This expected trend is primarily attributed to the company "lapping" the pricing actions implemented in 2024, which had previously boosted NDR by 1-2 percentage points [[^]](https://stockanalysis.com/stocks/mndy/transcripts/554007-q1-2026/)[[^]](https://www.theglobeandmail.com/investing/markets/stocks/MNDY/pressreleases/1854694/mondaycom-mndy-q1-2026-earnings-transcript/)[[^]](https://www.fool.com/earnings/call-transcripts/2026/05/11/mondaycom-mndy-q1-2026-earnings-transcript/). While expansion and new product adoption continue to serve as positive drivers, management indicates these factors are not expected to fully offset the "pricing carryover" effect as the company anniversaries these actions in 2026 [[^]](https://stockanalysis.com/stocks/mndy/transcripts/554007-q1-2026/)[[^]](https://www.fool.com/earnings/call-transcripts/2026/05/11/mondaycom-mndy-q1-2026-earnings-transcript/).

Management expressed optimism for retention among larger customers despite no Q3 disclosure. For the Q3 2026 period, a specific Net Dollar Retention figure for the >**$100**k ARR cohort has not been disclosed by management [[^]](https://stockanalysis.com/stocks/mndy/transcripts/554007-q1-2026/)[[^]](https://www.fool.com/earnings/call-transcripts/2026/05/11/mondaycom-mndy-q1-2026-earnings-transcript/). Nevertheless, management conveyed optimism concerning retention and expansion within their larger customer base. They emphasized that the >**$100**k ARR cohort is increasingly adopting multi-year deals and utilizing multiple product solutions, which contributes to stability within this particular customer segment [[^]](https://stockanalysis.com/stocks/mndy/transcripts/554007-q1-2026/)[[^]](https://www.fool.com/earnings/call-transcripts/2026/05/11/mondaycom-mndy-q1-2026-earnings-transcript/).

## Which upcoming product releases or strategic initiatives for H2 2026 are most likely to influence expansion revenue within monday.com's >$100k ARR cohort?

AI Work Platform Strategy | Deployment of native AI agents and "seats-plus-credits" pricing model [[^]](https://www.fool.com/earnings/call-transcripts/2026/05/11/mondaycom-mndy-q1-2026-earnings-transcript/)[[^]](https://ir.monday.com/news-and-events/news-releases/news-details/2026/monday-com-Goes-All-In-on-AI-From-Work-Management-Platform-to-AI-Work-Platform/default.aspx)[[^]](https://monday.com/blog/product/unify-ai-stack-monday/)[[^]](https://monday.com/blog/product/welcome-to-the-agentic-era-at-monday-com/) |
Enterprise Customer Focus | Incentives like complementary AI packages and integration with external AI ecosystems [[^]](https://monday.com/blog/product/unify-ai-stack-monday/)[[^]](https://monday.com/blog/product/welcome-to-the-agentic-era-at-monday-com/) |
NDR for >$100k ARR Cohort | Expected temporary slight decline of 1-2% by end of 2026 [[^]](https://finance.biggo.com/quote/MNDY/earnings-call?t=US_MNDY_2026-05-11) |

**For H2 2026, monday.com targets expansion revenue with an AI Work Platform**

For H2 2026, monday.com targets expansion revenue with an AI Work Platform. monday.com's key initiatives to boost expansion revenue within its >**$100**k ARR cohort involve transforming into an "AI Work Platform" [[^]](https://www.fool.com/earnings/call-transcripts/2026/05/11/mondaycom-mndy-q1-2026-earnings-transcript/)[[^]](https://ir.monday.com/news-and-events/news-releases/news-details/2026/monday-com-Goes-All-In-on-AI-From-Work-Management-Platform-to-AI-Work-Platform/default.aspx). This strategy includes deploying native AI agents and introducing a consumption-based "seats-plus-credits" pricing **model** [[^]](https://www.fool.com/earnings/call-transcripts/2026/05/11/mondaycom-mndy-q1-2026-earnings-transcript/)[[^]](https://ir.monday.com/news-and-events/news-releases/news-details/2026/monday-com-Goes-All-In-on-AI-From-Work-Management-Platform-to-AI-Work-Platform/default.aspx)[[^]](https://monday.com/blog/product/unify-ai-stack-monday/)[[^]](https://monday.com/blog/product/welcome-to-the-agentic-era-at-monday-com/). The aim is to align customer spending with the value derived from AI agents, particularly for large enterprise customers [[^]](https://www.fool.com/earnings/call-transcripts/2026/05/11/mondaycom-mndy-q1-2026-earnings-transcript/)[[^]](https://ir.monday.com/news-and-events/news-releases/news-details/2026/monday-com-Goes-All-In-on-AI-From-Work-Management-Platform-to-AI-Work-Platform/default.aspx).

AI integration focuses on incentives and external ecosystem connections. As part of this "AI Work Platform" strategy, monday.com is also offering incentives such as complementary AI packages [[^]](https://monday.com/blog/product/unify-ai-stack-monday/). Furthermore, it plans to integrate with external AI ecosystems via a **Model** Context Protocol and open APIs to ensure enterprise-grade governance and context-aware execution, thereby increasing AI usage in critical workflows [[^]](https://monday.com/blog/product/unify-ai-stack-monday/)[[^]](https://monday.com/blog/product/welcome-to-the-agentic-era-at-monday-com/).

Net dollar retention rate projects a temporary decline. Despite strong enterprise demand, the net dollar retention rate for the >**$100**k ARR cohort is projected to experience a temporary decline of 1-**2%** by the end of 2026 [[^]](https://finance.biggo.com/quote/MNDY/earnings-call?t=US_MNDY_2026-05-11). This expected decrease is primarily attributed to the "lapping" of prior pricing actions from 2024, rather than customer churn [[^]](https://finance.biggo.com/quote/MNDY/earnings-call?t=US_MNDY_2026-05-11). Management anticipates these pricing normalization effects may moderate this cohort's expansion in the short term [[^]](https://finance.biggo.com/quote/MNDY/earnings-call?t=US_MNDY_2026-05-11).

## How do analyst projections for monday.com's fiscal 2026 Net Dollar Retention compare with those for key competitors like Asana and Smartsheet?

monday.com Q1 2026 NDR | 110% (Q1 2026) [[^]](https://ir.monday.com/news-and-events/news-releases/news-details/2026/monday-com-Announces-First-Quarter-2026-Results/default.aspx) |
monday.com Q1 2026 NDR (> $100K ARR) | 115% (Q1 2026) [[^]](https://ir.monday.com/news-and-events/news-releases/news-details/2026/monday-com-Announces-First-Quarter-2026-Results/default.aspx) |
Asana Q4 FY26 NDR (> $100K ARR) | 96% (Q4 FY26) [[^]](https://investors.asana.com/news-releases/news-release-details/asana-announces-fourth-quarter-and-fiscal-year-2026-results)[[^]](https://investors.asana.com/static-files/24e55460-efa4-47d0-a778-29d3b5366936) |

**monday.com's Net Dollar Retention shows strong performance, but analysts predict a slight decline**

monday.com's Net Dollar Retention shows strong performance, but analysts predict a slight decline. As of the first quarter of fiscal 2026, ending March 31, 2026, monday.com reported an overall Net Dollar Retention (NDR) of **110%** [[^]](https://ir.monday.com/news-and-events/news-releases/news-details/2026/monday-com-Announces-First-Quarter-2026-Results/default.aspx). For its customers generating over **$100,000** in Annual Recurring Revenue (ARR), the NDR was even higher, at **115%** [[^]](https://ir.monday.com/news-and-events/news-releases/news-details/2026/monday-com-Announces-First-Quarter-2026-Results/default.aspx). Despite these robust figures, analyst projections anticipate a modest decrease of 1-**2%** in monday.com's overall NDR throughout fiscal year 2026, primarily attributed to the company cycling through prior pricing adjustments [[^]](https://finance.biggo.com/quote/MNDY/earnings-call?t=US_MNDY_2026-05-11)[[^]](https://www.fool.com/investing/2026/05/12/is-mondaycom-ltd-a-buy-after-its-latest-earnings-r/).

monday.com significantly outperforms Asana in large customer Net Dollar Retention. In contrast, Asana reported a dollar-based net retention rate of **96%** for its customers spending **$100,000** or more in the fourth quarter of fiscal 2026 [[^]](https://investors.asana.com/news-releases/news-release-details/asana-announces-fourth-quarter-and-fiscal-year-2026-results)[[^]](https://investors.asana.com/static-files/24e55460-efa4-47d0-a778-29d3b5366936). This places monday.com's NDR for large customers considerably above that of Asana [[^]](https://finance.biggo.com/quote/MNDY/earnings-call?t=US_MNDY_2026-05-11)[[^]](https://investors.asana.com/news-releases/news-release-details/asana-announces-fourth-quarter-and-fiscal-year-2026-results)[[^]](https://investor.wedbush.com/wedbush/article/finterra-2026-3-2-asana-nyse-asan-2026-analysis-transitioning-to-the-agentic-enterprise)[[^]](https://investors.asana.com/static-files/24e55460-efa4-47d0-a778-29d3b5366936). Asana's retention rate for its large customers has faced headwinds and subsequently stabilized at approximately the **96%** mark in late 2025 and early 2026 [[^]](https://finance.biggo.com/quote/MNDY/earnings-call?t=US_MNDY_2026-05-11)[[^]](https://investors.asana.com/news-releases/news-release-details/asana-announces-fourth-quarter-and-fiscal-year-2026-results)[[^]](https://investor.wedbush.com/wedbush/article/finterra-2026-3-2-asana-nyse-asan-2026-analysis-transitioning-to-the-agentic-enterprise)[[^]](https://investors.asana.com/static-files/24e55460-efa4-47d0-a778-29d3b5366936).

## Beyond the headline NDR, what specific metrics does monday.com report for its >$100k ARR customer cohort in its Q1 and Q2 2026 financial statements?

NDR Rate (> $100k ARR cohort) | 115% (Q1 2026) [[^]](https://monday.com/p/press-release/monday-com-announces-first-quarter-2026-results/)[[^]](https://www.morningstar.com/news/business-wire/20260511933729/mondaycom-announces-first-quarter-2026-results)[[^]](https://ir.monday.com/news-and-events/news-releases/news-details/2026/monday-com-Announces-First-Quarter-2026-Results/default.aspx) |
Paid Customers (> $100k ARR cohort) | 1,844 customers (Q1 2026) [[^]](https://monday.com/p/press-release/monday-com-announces-first-quarter-2026-results/)[[^]](https://s29.q4cdn.com/881027206/files/doc_financials/2026/q1/Q1-26-Shareholder-Letter.pdf)[[^]](https://www.morningstar.com/news/business-wire/20260511933729/mondaycom-announces-first-quarter-2026-results)[[^]](https://ir.monday.com/news-and-events/news-releases/news-details/2026/monday-com-Announces-First-Quarter-2026-Results/default.aspx) |
Contribution to Total ARR (> $100k ARR cohort) | 29% (Q1 2026) [[^]](https://monday.com/p/press-release/monday-com-announces-first-quarter-2026-results/)[[^]](https://s29.q4cdn.com/881027206/files/doc_financials/2026/q1/Q1-26-Shareholder-Letter.pdf)[[^]](https://www.morningstar.com/news/business-wire/20260511933729/mondaycom-announces-first-quarter-2026-results)[[^]](https://ir.monday.com/news-and-events/news-releases/news-details/2026/monday-com-Announces-First-Quarter-2026-Results/default.aspx) |

**monday.com reported strong Q1 2026 metrics for large ARR customers**

monday.com reported strong Q1 2026 metrics for large ARR customers. For the customer cohort generating over **$100,000** in Annual Recurring Revenue (ARR), monday.com reported a net dollar retention (NDR) rate of **115%** in its Q1 2026 financial statements [[^]](https://monday.com/p/press-release/monday-com-announces-first-quarter-2026-results/)[[^]](https://www.morningstar.com/news/business-wire/20260511933729/mondaycom-announces-first-quarter-2026-results)[[^]](https://ir.monday.com/news-and-events/news-releases/news-details/2026/monday-com-Announces-First-Quarter-2026-Results/default.aspx). This high-value segment comprised 1,844 paid customers, representing a **39%** year-over-year increase, and significantly contributed **29%** of monday.com's total ARR [[^]](https://monday.com/p/press-release/monday-com-announces-first-quarter-2026-results/)[[^]](https://s29.q4cdn.com/881027206/files/doc_financials/2026/q1/Q1-26-Shareholder-Letter.pdf)[[^]](https://www.morningstar.com/news/business-wire/20260511933729/mondaycom-announces-first-quarter-2026-results)[[^]](https://ir.monday.com/news-and-events/news-releases/news-details/2026/monday-com-Announces-First-Quarter-2026-Results/default.aspx).

Management explained NDR factors, confirming high gross retention. The company's management clarified that the NDR for the >**$100,000** ARR cohort is slightly lower than other cohorts. This is primarily because these customers often begin with larger initial deal sizes and commit to multi-year agreements [[^]](https://finance.yahoo.com/markets/stocks/articles/monday-com-ltd-q1-2026-205950337.html)[[^]](https://www.marketbeat.com/earnings/reports/2026-5-11-mondaycom-ltd-stock/). It was emphasized that this trend is not due to churn, as gross retention remains at an all-time high for the company [[^]](https://finance.yahoo.com/markets/stocks/articles/monday-com-ltd-q1-2026-205950337.html)[[^]](https://www.marketbeat.com/earnings/reports/2026-5-11-mondaycom-ltd-stock/). As of August 8, 2026, the Q2 2026 financial statements had not been released, therefore, no specific metrics for that period are available [[^]](https://s29.q4cdn.com/881027206/files/doc_financials/2026/q1/Q1-26-Shareholder-Letter.pdf).

## What macroeconomic indicators for Q2 and Q3 2026 could signal potential IT budget cuts among monday.com's enterprise customers?

2026 IT Spending Growth Forecast | 3.6% (ETR Spring 2026 Macro Views Survey) [[^]](https://research.etr.ai/etr-data-drop/enterprise-it-budget-reality-2026-growth-is-slowing-not-stopping) |
Organizations with AI spending overruns | 47% of organizations [[^]](https://etr.ai/macroviewssurvey) |
European IT Budget Forecast 2026 | Fell by 130 bps (Bernstein mid-year CIO survey) [[^]](https://tradevae.com/news/stock-markets/bernstein-cio-survey-us-it-budgets-hold-firm-as-european-outlook-softens/) |

**IT budget growth moderates, favoring AI and demanding clear ROI**

IT budget growth moderates, favoring AI and demanding clear ROI. Forecasts for overall IT spending growth in calendar-year 2026 indicate a moderation. ETR’s Spring 2026 Macro Views Survey projects a **3.6%** increase, a decrease from **4.6%** in January, underscoring the need for vendors to demonstrate clear return on investment [[^]](https://research.etr.ai/etr-data-drop/enterprise-it-budget-reality-2026-growth-is-slowing-not-stopping). Similarly, Morgan Stanley’s Q2 2026 CIO survey found CIOs anticipate a **3.8%** growth in IT budgets for 2026, also noting a quarter-over-quarter reduction in the perceived defensibility of AI/ML investments, which suggests increased selectivity for discretionary enterprise software in Q3 [[^]](https://www.tradevae.com/news/stock-markets/morgan-stanley-cio-survey-it-budgets-edge-higher-microsoft-and-security-stand-out/). A significant concern is that **47%** of organizations report AI spending overruns. Among these, **36%** are reallocating funds by discontinuing non-AI software licenses, a trend that could lead to selective cuts for non-core software vendors in the second half of 2026 [[^]](https://etr.ai/macroviewssurvey). While Gartner projects worldwide IT spending to reach **$6.37** trillion in 2026, a **14.2%** increase over 2025, this growth is expected to prioritize AI infrastructure and cloud platforms, potentially impacting other software categories [[^]](https://www.gartner.com/en/newsroom/press-releases/2026-07-27-gartner-forecasts-worldwide-it-spending-to-grow-14-point-2-percent-in-2026-totaling-6-point-37-trillion).

Macroeconomic indicators signal tightening, with notable regional spending divergences. The U.S. Leading Economic Index declined in June, reversing previous gains, and consumer expectations weakened, prompting The Conference Board to highlight an increased likelihood of recession [[^]](https://www.conference-board.org/topics/us-leading-indicators/). Regionally, Bernstein’s mid-year CIO survey reveals differing full-year 2026 budget forecasts: U.S. projections rose by 60 basis points, while Europe’s fell by 130 basis points. Additionally, U.S. second-half expectations softened, representing a potential IT-cut risk for monday.com's enterprise customer base if they have significant regional exposure [[^]](https://tradevae.com/news/stock-markets/bernstein-cio-survey-us-it-budgets-hold-firm-as-european-outlook-softens/). For context, monday.com reported net dollar retention for customers spending over **$100,000** in Annual Recurring Revenue (ARR) was **117%** in Q3 2025 and **115%** in Q1 2026 [[^]](https://monday.com/p/press-release/monday-com-announces-third-quarter-2025-results/)[[^]](https://ir.monday.com/news-and-events/news-releases/news-details/2026/monday-com-Announces-First-Quarter-2026-Results/default.aspx).

## What Could Change the Odds

**Monday.com is scheduled to announce its Q2 2026 financial results on August 10, 2026 [[^]](https://monday.com/p/press-release/monday-com-to-announce-second-quarter-2026-financial-results-on-monday-august-10-2026/).** The Q3 2026 earnings release date is estimated for mid-November 2026, consistent with historical reporting patterns [[^]](https://www.finanzen.net/termine/mondaycom). These scheduled reports represent near-term catalysts for **market** re-evaluation.

**Bullish catalysts also include expanding adoption among larger, upmarket customers and accelerating Remaining Performance Obligation (RPO) growth [[^]](https://www.fool.com/earnings/call-transcripts/2025/11/10/mondaycom-mndy-q3-2025-earnings-call-transcript/)[[^]](https://www.theglobeandmail.com/investing/markets/markets-news/Motley%20Fool/36025283/monday-com-mndy-q3-2025-earnings-call-transcript/).** Evidence of successful multiproduct adoption across areas like CRM, dev, service, and campaigns would also be a positive driver [[^]](https://www.fool.com/earnings/call-transcripts/2025/11/10/mondaycom-mndy-q3-2025-earnings-call-transcript/)[[^]](https://www.theglobeandmail.com/investing/markets/markets-news/Motley%20Fool/36025283/monday-com-mndy-q3-2025-earnings-call-transcript/). The firm reported a net dollar retention rate of **115%** for the >**$100**k ARR customer cohort in Q1 2026 [[^]](https://ir.monday.com/news-and-events/news-releases/news-details/2026/monday-com-Announces-First-Quarter-2026-Results/default.aspx), and high net dollar retention is often interpreted as an indicator of sticky recurring revenue [[^]](https://www.youtube.com/watch?v=muRIXCDw-k0)[[^]](https://www.youtube.com/watch?v=p9IVUhgB5_k)[[^]](https://www.youtube.com/watch?v=CjDdgEhpoxY).

## Key Dates & Catalysts

- **Expiration:** March 09, 2027
- **Closes:** March 09, 2027

## Decision-Flipping Events

- Monday.com is scheduled to announce its Q2 2026 financial results on August 10, 2026 [^] .
- The Q3 2026 earnings release date is estimated for mid-November 2026, consistent with historical reporting patterns [^] .
- These scheduled reports represent near-term catalysts for **market** re-evaluation.
- Bullish catalysts also include expanding adoption among larger, upmarket customers and accelerating Remaining Performance Obligation (RPO) growth [^] [^] .

## Related Research Reports

- [American Airlines passenger load factor in Q3](/markets/financials/companies/american-airlines-passenger-load-factor-in-q3/)
- [American Airlines passenger load factor in fiscal 2026](/markets/financials/kpis/american-airlines-passenger-load-factor-in-fiscal-2026/)
- [Apple headcount in 2026](/markets/financials/kpis/apple-headcount-in-2026/)
- [When will Tim Cook leave Apple?](/markets/financials/ceos/when-will-tim-cook-leave-apple/)

## Historical Resolutions

No historical resolution data available for this series.

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### Data Sources & Model Transparency

**Data Sources:** Octagon Deep Research aggregates information from multiple sources including news, filings, and market data.

**Freshness:** Analysis is generated periodically and may not reflect the latest developments. Verify critical information from primary sources.

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